Purchases and Sales Made in Q1 2025 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
807+ 1.47% |
$61.6K - $71.9K
|
55.8K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
798+ 23.21% |
$60.9K - $71.1K
|
4.24K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
775+ 9.7% |
$59.2K - $69K
|
8.77K
$710K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
769New |
$58.7K - $68.5K
|
769
$62.3K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
723+ 15.35% |
$55.2K - $64.4K
|
5.43K
$440K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
686+ 16.98% |
$52.4K - $61.1K
|
4.73K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
680+ 0.63% |
$51.9K - $60.5K
|
108K
$8.74M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
678New |
$51.8K - $60.4K
|
678
$54.9K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
665+ 2.77% |
$50.8K - $59.2K
|
24.7K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
657+ 1.6% |
$50.2K - $58.5K
|
41.8K
$3.39M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
650New |
$49.6K - $57.9K
|
650
$52.6K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
618+ 19.89% |
$47.2K - $55K
|
3.73K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
612+ 22.28% |
$46.7K - $54.5K
|
3.36K
$272K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
609New |
$46.5K - $54.2K
|
609
$49.3K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
598+ 5.48% |
$45.7K - $53.2K
|
11.5K
$932K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
581+ 6.13% |
$44.4K - $51.7K
|
10.1K
$814K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
577+ 11.21% |
$44K - $51.4K
|
5.72K
$463K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
566+ 14.4% |
$43.2K - $50.4K
|
4.5K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
548New |
$41.8K - $48.8K
|
548
$44.4K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
538+ 8.04% |
$41.1K - $47.9K
|
7.23K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
534+ 1.51% |
$40.8K - $47.5K
|
35.9K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
532+ 1.83% |
$40.6K - $47.4K
|
29.5K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
528New |
$40.3K - $47K
|
528
$42.8K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
528New |
$40.3K - $47K
|
528
$42.8K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
525+ 0.89% |
$40.1K - $46.7K
|
59.5K
$4.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
507+ 5.09% |
$38.7K - $45.1K
|
10.5K
$848K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
497+ 11.89% |
$37.9K - $44.3K
|
4.68K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
494+ 16.83% |
$37.7K - $44K
|
3.43K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
491+ 8.0% |
$37.5K - $43.7K
|
6.63K
$537K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
487+ 2.43% |
$37.2K - $43.4K
|
20.5K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
479+ 7.32% |
$36.6K - $42.7K
|
7.02K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
475+ 15.74% |
$36.3K - $42.3K
|
3.49K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
461+ 2.92% |
$35.2K - $41K
|
16.2K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
451+ 81.7% |
$34.4K - $40.2K
|
1K
$81.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
450+ 25.82% |
$34.4K - $40.1K
|
2.19K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
443+ 61.7% |
$33.8K - $39.4K
|
1.16K
$94K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
433+ 9.47% |
$33.1K - $38.6K
|
5.01K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
431+ 13.86% |
$32.9K - $38.4K
|
3.54K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
395+ 4.4% |
$30.2K - $35.2K
|
9.37K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
393+ 2.93% |
$30K - $35K
|
13.8K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
380New |
$29K - $33.8K
|
380
$30.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
376+ 18.78% |
$28.7K - $33.5K
|
2.38K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
359+ 1.33% |
$27.4K - $32K
|
27.4K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
327+ 45.04% |
$25K - $29.1K
|
1.05K
$85.3K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
312+ 106.12% |
$23.8K - $27.8K
|
606
$49.1K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
311+ 1.26% |
$23.7K - $27.7K
|
25K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
297+ 3.82% |
$22.7K - $26.4K
|
8.07K
$653K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
293+ 6.74% |
$22.4K - $26.1K
|
4.64K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
292+ 2.94% |
$22.3K - $26K
|
10.2K
$827K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
290New |
$22.1K - $25.8K
|
290
$23.5K
|